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Jackson Financial JXN Closed Block Annuity — Net amount at risk

Other product segments

Variable annuity
$7.19B-11.3%
Fixed Index Annuities
$0
Payout Annuities
$0
RILA
$0

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EQHEG — Net amount at risk
$6M-14.3%
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EQHEI — Net amount at risk
$94M-6.0%
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EQHMomentum — Net amount at risk
$0

Other financials

Income statement

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Revenue$2.9B-22.6%
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

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Operating cash flow$1.0B-34.4%

Valuation

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Market cap$9.11B+41.1%
Enterprise value$6.25B+32.9%
P/S1.6×+0.4×

Profitability

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Net margin11.7%

Returns & leverage

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Return on equity5.5%
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceNetAmountAtRisk.

The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:22 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001822993-26-000072
March 31, 2026Variable / AnnuityRILAFixed / AnnuityFixed / Index / AnnuitiesPayout / AnnuityClosed / Block / LifeClosed / Block / Annuity
Weighted-average crediting rate (1)2.52%0.41%3.83%1.94%3.33%6.01%3.48%
Net amount at risk (2)$14,592
Cash surrender value (3)$6,190$20,861$9,087$8,059$10,332$1,035
December 31, 2025
Weighted-average crediting rate (1)2.87%0.33%3.69%1.89%3.28%6.01%3.60%
Net amount at risk (2)$14,750
Cash surrender value (3)$6,330$19,736$9,277$7,711$10,445$1,057

Item 1. Financial Statements

FAQ

What is Jackson Financial's closed block annuity — net amount at risk?
Jackson Financial (JXN) reported closed block annuity — net amount at risk of $0 in Q1 2026.
What does closed block annuity — net amount at risk mean?
Represents the difference between the death benefit or other guaranteed payout and the current account value for policies in the closed block. This metric quantifies the insurer's exposure to potential claims exceeding the assets currently held in the policyholder's account. It is a primary measure of insurance risk and capital adequacy for legacy annuity products.

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